Uncategorized

A Coleman Training WebinarDate: Thursday, September 17, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Includes electronic certification and recording Historical cash flow does not always support the requested financing. When that occurs, the transaction may still qualify based on projected repayment. This underwriting challenge arises in ownership transitions, expansion projects, construction loans, commercial real estate…

How to Strengthen the Loan File Before SBA Reviews the Guaranty Purchase Coleman Professional Webinar TrainingDate: Thursday, August 27 Time: 2:00 p.m. EasternRecording and e-certification provided During the past year, Lance Sexton has worked with SBA lenders reviewing loan files, servicing actions, liquidation decisions, and guaranty purchase packages. From those reviews, he has identified the…

 The Advanced Tactics Used to Make Fraudulent SBA 7(a) Loan Applications Appear Legitimate Coleman Professional Webinar Training Date: Tuesday, August 18Time: 2:00 p.m. EasternRecording and e-certification provided SBA lenders know how to identify obvious document fraud. Sophisticated fraudsters take a different approach. They understand what lenders request, what underwriters verify, and what documentation is expected.…

Coleman Professional Webinar TrainingDate: Tuesday, August 11, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Every SBA lender must answer the same pricing question: What rate and structure will win the transaction, comply with SBA requirements, compensate the lender for risk, and produce an acceptable return? The answer is different for every loan. Participants will…

Coleman Professional Webinar TrainingDate: Wednesday, August 12, 2026 Time: 2:00 p.m. EasternIncludes e-certification & recording Every SBA lender has a process for analyzing borrower financial information and documenting repayment ability. The challenge is turning income statements, balance sheets, cash flow data, ratios, and financial trends into a clear credit narrative without losing the judgment behind…

Writing the Credit Memo That Supports Approval When Repayment Depends on Projections A Coleman Professional Training Webinar Date: Thursday, July 30, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording . Every experienced SBA lender eventually encounters the same underwriting challenge. Historical financial performance does not fully support the requested financing, yet the borrower presents…

Cash Flow Analysis, Goodwill Support, and Defensible Credit Memo Documentation A Coleman Training WebinarDate: Thursday, August 13, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Business acquisition lending remains one of the most active and closely reviewed segments of the SBA 7(a) program. In FY 2025, more than $9 billion in SBA 7(a) loan volume supported…

A Coleman Professional Training WebinarDate: Thursday, September 10, 2026 Time: 2:00 p.m. Eastern Includes e-certification & recording . Effective March 1, SBA introduced documentation requirements that change how lenders must verify borrower debt obligations and working capital needs. Lenders must now obtain the two most recent months of commercial bank statements for the borrower’s primary…

Coleman Professional Webinar Training Date: Tuesday, July 21, 2026Time: 2:00 p.m. EasternIncludes e-certification & recording Join Lance Sexton for a practical discussion of the closing issues that continue to surface during SBA guaranty purchase reviews. Lance brings more than 30 years of SBA lending experience spanning origination, servicing, liquidation, and portfolio management. He previously served…